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Robertson Stephens Wealth Management, LLC
> AGG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | AGG | 150,802 | 20,013 | 14,771,033,000 | 1,739,196,000 | $97,949.85 |
| 03/31/2023 | iSHARES TRUST | AGG | 130,789 | 27,187 | 13,031,837,000 | 2,983,403,000 | $99,640.16 |
| 12/31/2022 | iSHARES TRUST | AGG | 103,602 | 41,323 | 10,048,434,000 | 10,042,434,000 | $96,990.73 |
| 09/30/2022 | iSHARES TRUST | AGG | 62,279 | 9,810 | 6,000,000 | 665,000 | $96.34 |
| 06/30/2022 | iSHARES TRUST | AGG | 52,469 | 16,146 | 5,335,000 | 1,445,000 | $101.68 |
| 03/31/2022 | iSHARES TRUST | AGG | 36,323 | 22,854 | 3,890,000 | 2,344,000 | $107.09 |
| 09/30/2021 | iSHARES TRUST | AGG | 13,469 | -1,646 | 1,546,000 | -197,000 | $114.78 |
| 06/30/2021 | iSHARES TRUST | AGG | 15,115 | -12,375 | 1,743,000 | -1,386,000 | $115.32 |
| 03/31/2021 | iSHARES TRUST | AGG | 27,490 | -14,691 | 3,129,000 | -1,856,000 | $113.82 |
| 12/31/2020 | iSHARES TRUST | AGG | 42,181 | -3,584 | 4,985,000 | -418,000 | $118.18 |
| 09/30/2020 | iSHARES TRUST | AGG | 45,765 | -1,178 | 5,403,000 | -146,000 | $118.06 |
| 06/30/2020 | iSHARES TRUST | AGG | 46,943 | 39,718 | 5,549,000 | 4,715,000 | $118.21 |
| 03/31/2020 | iSHARES TRUST | AGG | 7,225 | 2,897 | 834,000 | 344,000 | $115.43 |
| 09/30/2019 | iSHARES TRUST | AGG | 4,328 | 1,556 | 490,000 | 181,000 | $113.22 |
| 06/30/2019 | iSHARES TRUST | AGG | 2,772 | 2,772 | 309,000 | 309,000 | $111.47 |
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